My session from SharePoint Saturday Columbus 2011 - focuses on what works and what doesn’t when redesigning a SharePoint User Interface in both SharePoint 2007 and 2010. You are invited to listen to real life stories of SharePoint Branding and User Interface redesigns--. You will walk away from this session with some key tips on how to see the red flags that could mean your SharePoint branding project is in trouble and how to manage them.
This session is intended for Project Managers, Business Decisions Makers, Architects, Designers and anyone who’s head will roll when things go wrong.
To land your dream job in a creative role, there’s nothing more important than the interview. Job interviews showcase your talent and expertise—and your ability to think on your feet. So how do you make sure you’re prepared?
Networking for job interviews
Crafting an effective resume and creative portfolio
Researching the company and position
Dressing for a job interview
Bringing the right materials
Knowing your long-term goals
Asking about next steps
Following up with the interviewer
Staying positive and confident
After the Dust settles - SharePoint Operations Guidance DaySPUGJohn Ferringer
It’s no secret that it is not easy to successfully implement SharePoint; whether it’s getting SharePoint installed properly, provisioning site collections, creating security groups, or hundreds of other tasks there are just so many things that need to be done before go-live. Because of the intense prep work that has to go into a SharePoint deployment, it’s often difficult to think about what you’re going to do to keep SharePoint running smoothly once you have it in place. Not to mention that if you were successful in creating a SharePoint environment that your users are actually using, there’s a good chance you’re going to be scrambling to keep up with them as adoption grows and grows.
In this session attendees will receive critical information, insights, and advice on how to make sure that their brand new SharePoint environment stays healthy and stable so that their users can stay happy and productive. The session will cover topics such as common gotchas, tools and checklists for making sure SharePoint is still in good shape, and key metrics to keep an eye to identify growth and usage of the system. It will also introduce SharePoint admins to concepts such as adding new servers to an existing farm and how to apply SharePoint updates and patches.
IndyPASS - Can SharePoint and SQL Server Find Wedded Bliss?John Ferringer
One of the first things an IT Pro learns when they tackle SharePoint is how tightly coupled SharePoint is to SQL Server; it can’t function without it. And one of the hardest lessons a DBA can learn when encountering SharePoint is that SharePoint cannot be managed like a common SQL Server database, or even like databases for many other platforms.
This session will introduce SQL Server administrators and operators to how SharePoint interacts with SQL Server, outline some of the common gotchas and pitfalls that can crop up when managing a SQL Server instance that contains SharePoint databases, and provide recommendations on how to successfully manage SharePoint’s databases in SQL Server.
To land your dream job in a creative role, there’s nothing more important than the interview. Job interviews showcase your talent and expertise—and your ability to think on your feet. So how do you make sure you’re prepared?
Networking for job interviews
Crafting an effective resume and creative portfolio
Researching the company and position
Dressing for a job interview
Bringing the right materials
Knowing your long-term goals
Asking about next steps
Following up with the interviewer
Staying positive and confident
After the Dust settles - SharePoint Operations Guidance DaySPUGJohn Ferringer
It’s no secret that it is not easy to successfully implement SharePoint; whether it’s getting SharePoint installed properly, provisioning site collections, creating security groups, or hundreds of other tasks there are just so many things that need to be done before go-live. Because of the intense prep work that has to go into a SharePoint deployment, it’s often difficult to think about what you’re going to do to keep SharePoint running smoothly once you have it in place. Not to mention that if you were successful in creating a SharePoint environment that your users are actually using, there’s a good chance you’re going to be scrambling to keep up with them as adoption grows and grows.
In this session attendees will receive critical information, insights, and advice on how to make sure that their brand new SharePoint environment stays healthy and stable so that their users can stay happy and productive. The session will cover topics such as common gotchas, tools and checklists for making sure SharePoint is still in good shape, and key metrics to keep an eye to identify growth and usage of the system. It will also introduce SharePoint admins to concepts such as adding new servers to an existing farm and how to apply SharePoint updates and patches.
IndyPASS - Can SharePoint and SQL Server Find Wedded Bliss?John Ferringer
One of the first things an IT Pro learns when they tackle SharePoint is how tightly coupled SharePoint is to SQL Server; it can’t function without it. And one of the hardest lessons a DBA can learn when encountering SharePoint is that SharePoint cannot be managed like a common SQL Server database, or even like databases for many other platforms.
This session will introduce SQL Server administrators and operators to how SharePoint interacts with SQL Server, outline some of the common gotchas and pitfalls that can crop up when managing a SQL Server instance that contains SharePoint databases, and provide recommendations on how to successfully manage SharePoint’s databases in SQL Server.
A talk about a deeper collaboration between designers and developers that would result in a better product. Gives examples of specific drupal interfaces that you can use and reuse to improve your design without expanding development time.
This is a presentation I gave at SharePoint Saturday New York in 2011.
The description from the agenda is below:
Communities have become a large part of many platforms. This session will look at the difference between the expected features of community and the team site template. We will also look at how to create a template, security and social features for an enterprise community using Office 365: SharePoint Online.
Htf2014 managing share point projects with agile and tfs andySparkhound Inc.
Agile is a well established methodology in many areas. When it comes to SharePoint, it isn't as well established. Some businesses are still moving to Agile in an effort to have "quick wins" on their projects. This session looks at the challenges of managing SharePoint projects with an Agile methodology and how TFS and other tools like MS Project and MS Excel can help to keep the team and management moving forward together.
Presented at the virtual ICONUS 2016 conference
Many companies run a mixed IBM Notes and Microsoft Office 365 (O365) environment. SharePoint/Outlook and Domino should be viewed as a new opportunity to create rich and engaging user experiences. Using both IBM and Microsoft REST services as the core to the solution, this presentation will show how both technologies stacks can be integrated to maximize application functionality and present a seamless experience to the user.
Mark will provide lots of demonstrations including Office Web Add-Ins, how to access O365 data from your Domino applications and many others. Come and see how your core Domino webdev skills are equally applicable to the Office 365 environment.
SharePoint Site Architecture: Flat, Deep or somewhere in the middle?Joanne Klein
Should you go deep with your SharePoint site architecture using only a few site collections, or should you stay flat by having a lot of site collections and very few/no sub sites within? In this "he says, she says" session, Dave and Joanne will share pros and cons of different Site Architecture options in SharePoint. Whether you've been in SharePoint for awhile or in the throes of a migration project, it's never too late to re-evaluate the way you've planned out your sites. Like most things in technology, decisions you make today may cause re-work down the road. This session isn't about what is right in ALL cases, but it will arm you with the knowledge you need to make an informed decision on the site architecture that will work best for your environment.
In this webinar, Toby Ward, President and CEO of Prescient Digital Media, and Tamer El Shazli, VP, Technology + SharePoint Lead, Social Business Interactive, discuss the pros, cons, and overall capabilities of SharePoint 2013, and see how it stacks up to the competition.
MSCloudCancun 2022 - Power User Guide -Windows 10 integration points to O365Peter Ward
Creating user adoption with Azure and Windows 10.
M365 Browser integrations
Endpoint Policy
Bookmarks
Taskbar
Bing
Teams Integrations
Tasks
OneDrive
Outlook
OneNote
MVP
Microsoft
Transitioning to Kanban: From Theory to PracticeTechWell
You're familiar with agile and, perhaps, practicing Scrum. Now you're curious about Kanban. Is it right for your project? How does Kanban differ from Scrum and other agile methodologies? From theory to practice, Gil Irizarry introduces Kanban principles and explains how Kanban's emphasis on modifying existing processes rather than upending them results in a smooth adoption. Instead of using time-boxed units of work, Kanban focuses on continuous workflow, allowing teams to incrementally improve and streamline product delivery. Explore how to move from Scrum to Kanban with new, practical techniques that can help your team quickly get better. Discover the use of cumulative flow diagrams, WIP (work-in-progress) limits, and classes of services. In a hands-on classroom exercise, you'll help create a value stream map, determine process efficiency, and experience techniques from the Kanban toolset. Come and grow your agile repertoire in the Kanban way.
Know Thy User: The Missing Element in SharePoint Solutions (User Centered Des...Marcy Kellar
You want the most out of your investment in SharePoint – a highly adopted, effective and easy-to-use solution. Achieving these objectives requires more than technical skills and knowledge of the inner-workings of SharePoint features – it requires an understanding of user problems and goals as well as a process that keeps the user at the center of the lifecycle. If you are like many organizations implementing SharePoint, you are using “surrogates” to represent user requirements, collecting inadequate user information and not engaging users later in the design and development process. If this sounds familiar, you may be headed toward a costly redesign.
This session defines both User Centered Design (UCD) and User Experience (UX) concepts and provides tangible methods that incorporate users into your process without compromising business goals.
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A talk about a deeper collaboration between designers and developers that would result in a better product. Gives examples of specific drupal interfaces that you can use and reuse to improve your design without expanding development time.
This is a presentation I gave at SharePoint Saturday New York in 2011.
The description from the agenda is below:
Communities have become a large part of many platforms. This session will look at the difference between the expected features of community and the team site template. We will also look at how to create a template, security and social features for an enterprise community using Office 365: SharePoint Online.
Htf2014 managing share point projects with agile and tfs andySparkhound Inc.
Agile is a well established methodology in many areas. When it comes to SharePoint, it isn't as well established. Some businesses are still moving to Agile in an effort to have "quick wins" on their projects. This session looks at the challenges of managing SharePoint projects with an Agile methodology and how TFS and other tools like MS Project and MS Excel can help to keep the team and management moving forward together.
Presented at the virtual ICONUS 2016 conference
Many companies run a mixed IBM Notes and Microsoft Office 365 (O365) environment. SharePoint/Outlook and Domino should be viewed as a new opportunity to create rich and engaging user experiences. Using both IBM and Microsoft REST services as the core to the solution, this presentation will show how both technologies stacks can be integrated to maximize application functionality and present a seamless experience to the user.
Mark will provide lots of demonstrations including Office Web Add-Ins, how to access O365 data from your Domino applications and many others. Come and see how your core Domino webdev skills are equally applicable to the Office 365 environment.
SharePoint Site Architecture: Flat, Deep or somewhere in the middle?Joanne Klein
Should you go deep with your SharePoint site architecture using only a few site collections, or should you stay flat by having a lot of site collections and very few/no sub sites within? In this "he says, she says" session, Dave and Joanne will share pros and cons of different Site Architecture options in SharePoint. Whether you've been in SharePoint for awhile or in the throes of a migration project, it's never too late to re-evaluate the way you've planned out your sites. Like most things in technology, decisions you make today may cause re-work down the road. This session isn't about what is right in ALL cases, but it will arm you with the knowledge you need to make an informed decision on the site architecture that will work best for your environment.
In this webinar, Toby Ward, President and CEO of Prescient Digital Media, and Tamer El Shazli, VP, Technology + SharePoint Lead, Social Business Interactive, discuss the pros, cons, and overall capabilities of SharePoint 2013, and see how it stacks up to the competition.
MSCloudCancun 2022 - Power User Guide -Windows 10 integration points to O365Peter Ward
Creating user adoption with Azure and Windows 10.
M365 Browser integrations
Endpoint Policy
Bookmarks
Taskbar
Bing
Teams Integrations
Tasks
OneDrive
Outlook
OneNote
MVP
Microsoft
Transitioning to Kanban: From Theory to PracticeTechWell
You're familiar with agile and, perhaps, practicing Scrum. Now you're curious about Kanban. Is it right for your project? How does Kanban differ from Scrum and other agile methodologies? From theory to practice, Gil Irizarry introduces Kanban principles and explains how Kanban's emphasis on modifying existing processes rather than upending them results in a smooth adoption. Instead of using time-boxed units of work, Kanban focuses on continuous workflow, allowing teams to incrementally improve and streamline product delivery. Explore how to move from Scrum to Kanban with new, practical techniques that can help your team quickly get better. Discover the use of cumulative flow diagrams, WIP (work-in-progress) limits, and classes of services. In a hands-on classroom exercise, you'll help create a value stream map, determine process efficiency, and experience techniques from the Kanban toolset. Come and grow your agile repertoire in the Kanban way.
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You want the most out of your investment in SharePoint – a highly adopted, effective and easy-to-use solution. Achieving these objectives requires more than technical skills and knowledge of the inner-workings of SharePoint features – it requires an understanding of user problems and goals as well as a process that keeps the user at the center of the lifecycle. If you are like many organizations implementing SharePoint, you are using “surrogates” to represent user requirements, collecting inadequate user information and not engaging users later in the design and development process. If this sounds familiar, you may be headed toward a costly redesign.
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Branding alone cannot support the user experience in SharePoint. The successful redesign of an existing SharePoint site is dependent on multiple factors that are often overlooked.
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2. • Lessons Learned from SharePoint Branding Projects
• Stories and Lessons
• No Code
• No Demos
2 | SharePoint Saturday Columbus 2011
3. • Project Managers
• Business Decisions Makers
• Architects
• Designers
• Anyone who’s head will roll when things go wrong
3 | SharePoint Saturday Columbus 2011
4. • Key Lessons to Guide a Successful
Branding /Visual Design for SharePoint
• Identification of High Risk Projects
• A Copy of Beginning SharePoint
Designer 2010
• Branding Rockstar
4 | SharePoint Saturday Columbus 2011
5. Marcy Kellar
SharePoint
• 6 years experience in SharePoint
• Branding, Publishing, Intranets, Public
Facing SharePoint Sites with
Enterprise clients
• Touched over 50 intranets
• Co-Author, “Beginning SharePoint
Designer 2010 (Wrox)
Design
• Professor of User Centered Design at
Art Institute of Indianapolis
• Award Winning Photographer & Fine
Artist
5 | SharePoint Saturday Columbus 2011
7. Branding: the use of advertising,
distinctive design, and other means to
make consumers associate a specific
product with a specific manufacturer
7 | SharePoint Saturday Columbus 2011
17. • Unknown Territory (Branding Projects with New Content, Concepts and
Designs)
• Branding SharePoint is challenging
• Learn from the mistakes of others (you are here).
• Identify risk & mitigate.
• Basic PM 101.
• Have a contingency plan “what if things go wrong.”
17 | SharePoint Saturday Columbus 2011
18. • Unknown Territory (Branding Projects with New Content, Concepts and
Designs)
• Branding SharePoint is challenging You WILL get sucker punched.
• Learn from the mistakes of others (you are here).
• Identify risk & mitigate.
• Basic PM 101.
• Have a contingency plan “what if things go wrong.”
18 | SharePoint Saturday Columbus 2011
19. Example: Branding Sucker Punches Happen
Experienced with SharePoint Branding
Build
32 Hours to Build Master Page & CSS
+ 8 hours for Jquery & CSS Webpart
40 hours
Test
10 hours for testing & bug fixes
_________________________________
50 hours total
19 | SharePoint Saturday Columbus 2011
20. Example: Branding Sucker Punches Happen
Experienced with SharePoint Branding
Build
32 Hours to Build Master Page & CSS
+ 8 hours for Jquery & CSS Webpart
40 hours
Test
10 hours for testing & bug fixes
+_________________________________
8 hours SharePoint Sucker Punch
50 hours total
58
20 | SharePoint Saturday Columbus 2011
21. Example: Branding Sucker Punches Happen
Experienced with SharePoint Branding Noob
Build Build
32 Hours to Build Master Page & CSS 32 Hours to Build Master Page & CSS
+ 8 hours for Jquery & CSS Webpart 8 hours for Jquery & CSS Webpart
40 hours +16 Hours to Ramp Up______________
60 hours
Test
10 hours for testing & bug fixes Test
+_________________________________
8 hours SharePoint Sucker Punch 10 hours for testing & bug fixes
50 hours total _________________________________
58 70 hours total
21 | SharePoint Saturday Columbus 2011
22. Example: Branding Sucker Punches Happen
Experienced with SharePoint Branding Noob
Build Build
32 Hours to Build Master Page & CSS 32 Hours to Build Master Page & CSS
+ 8 hours for Jquery & CSS Webpart 8 hours for Jquery & CSS Webpart
40 hours +16 Hours to Ramp Up______________
60 hours
Test
10 hours for testing & bug fixes Test
+_________________________________
8 hours SharePoint Sucker Punch 10 hours for testing & bug fixes
50 hours total + 8 hours Sucker Punch
58 + 12 hours Sucker Punch
+ 6 hours Sucker Punch
_________________________________
70 hours total
86
22 | SharePoint Saturday Columbus 2011
25. Lesson 3: Verify The Problem You Are Solving
25 25 SharePoint Saturday Columbus 20112011
| | SharePoint Saturday Columbus
26. • Is branding really going to solve the problem?
• Branding / Styling is the solution when content and functionality are already
defined.
• If not, you are still defining functional and content requirements too.
• Use appropriate process to get requirements
Review creative process with stakeholders.
Show examples.
26 | SharePoint Saturday Columbus 2011
27. SharePoint – Inspiration Design Analogy
Your result still resembles the original structure
27 | SharePoint Saturday Columbus 2011
30. Lesson 4: Multiple Designs Require Time to Architect
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| | SharePoint Saturday Columbus
31. Multiple Design & Theme Implementation
• How would you architect this?
• # of master pages
3 designs,
• Inheritance of branding 14 color variations for each one
2 collaboration
elements 1 publishing
• Minimize “tweaking” 3 page layouts?
impact
• How many master pages?
• Any inheritance?
• What if you find several bugs
just before launch?
• How many files will you update?
31 | SharePoint Saturday Columbus 2011
31
32. Lesson 4: Multiple Designs Require Time to Architect
• Split into new master page only when necessary.
• Minimize # of master pages and manage styling variations in page layouts.
• Inheritance is important – base CSS.
• Requires development and deployment strategy.
• Makes changes or troubleshooting much easier.
32 32 SharePoint Saturday Columbus 20112011
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33. Lesson 5: Define how iterations, reviews , and approvals are managed.
Infinity Symbol
33 33 SharePoint Saturday Columbus 20112011
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34. Lesson 5: Define how iterations, reviews , and approvals are managed.
• Inherent in some methodology (agile).
• Define # of iterations of Wireframes and Mockups before starting project
• Define approval process.
• Put in legal document (SOW).
• Define how changes are managed.
Infinity Symbol
34 34 SharePoint Saturday Columbus 20112011
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36. Lesson 6: Define Roles & Responsibilities
Typical SharePoint Project Team Possible Roles with Custom UX
Project Sponsor Project Manager UX Architect/ Developer(s)
Branding Lead
SharePoint Biz Analyst / UI Designer Front End
Architect Site Builder Developer
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37. Lesson 6: Define Roles & Responsibilities
• Review together as a team (even if it seems to be common knowledge)
verify with SharePoint Project Team
Typical stakeholder. Added Roles with Custom UX
• Define who owns each task, who does what and when.
Project Sponsor Project Manager UX Architect/ Developer(s)
Branding Lead
• Ensure you have source control if multiple folks in same file (Subversion for
Photoshop).
SharePoint Biz Analyst / UI Designer Front End
Architect Site Builder Developer
37 37 SharePoint Saturday Columbus 20112011
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41. Lesson 8: Understand and Confirm Skills Required
• Discuss process & identify skills required.
• Make sure you learn experience level of team.
Don’t assume credentials mean branding/UI design experience.
Look at previous project experience.
Web designer without SharePoint experience is not the same as one with. Plan for
some ramp up time.
• Determine which skills are required for project success (master pages, page
layouts, CSS, client side scripting, XSL styling).
• Identify any discrepancies early – build time in for learning/mentoring.
41 41 SharePoint Saturday Columbus 20112011
| | SharePoint Saturday Columbus
42. UX Strategists /
Designers UX Architects / Developers
Creative Director
Front End Information
Platform / IT
Developers Architects
42 | SharePoint Saturday Columbus 2011
44. Lesson 9: Have Single Contact for Visual Design Decisions
44 44 SharePoint Saturday Columbus 20112011
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45. Example: Branding Sucker Punches Happen
Experienced with SharePoint Branding Noob
Build Build
32 Hours to Build Master Page & CSS 32 Hours to Build Master Page & CSS
+ 8 hours for Jquery & CSS Webpart 8 hours for Jquery & CSS Webpart
40 hours +16 Hours to Ramp Up______________
60 hours
Test
10 hours for testing & bug fixes Test
+_________________________________
8 hours SharePoint Sucker Punch 10 hours for testing & bug fixes
50 hours total + 8 hours Sucker Punch
58 + 12 hours Sucker Punch
+ 6 hours Sucker Punch
_________________________________
70 hours total
86
45 | SharePoint Saturday Columbus 2011
46. Lesson 9: Have Single Contact for Visual Design Decisions
• “Design by committee” doesn’t work without risk to timeline.
• Assign a creative contact.
• Define a role with veto power.
• Beware of IT Sponsor that “dabbles with design”
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47. Lesson 10: Start with Good Requirements
47 47 SharePoint Saturday Columbus 20112011
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48. Lesson 10: Start with Good Requirements
48 48 SharePoint Saturday Columbus 20112011
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49. Lesson 10: Start with Good Requirements
1. Branding meeting with stakeholders.
Walk through examples.
Define whether you are creating an inspired design or an innovative design.
Communicate cost and timeline implications of fully customized site .
2. Review functional requirements.
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50. • Migrations (ghosting).
• Fixed-bid branding projects (without templates).
• Undefined/unclear methodology (agile/hybrid/waterfall).
• Unclear transfer points b/w design & development.
• Locked down dev box.
• Lack of project management.
50 | SharePoint Saturday Columbus 2011
51. 1. Avoid getting sucker-punched by learning from others mistakes.
2. Share a common vocabulary.
3. Verify the problem you are solving.
4. Multiple designs require time to architect.
5. Define how iterations, reviews , and approvals are managed.
6. Define roles and responsibilities.
7. Mitigate risk for highly customized sites.
8. Understand and confirm skill set of team.
9. Have single contact for visual design decisions.
10. Start with good requirements.
51 | SharePoint Saturday Columbus 2011
52. • And always have a project manager or at least an agreed upon
project plan. User Interface/Branding and UX projects often have
tough conversations to reset and manage expectations.
• If you are a solo resource without a project manager, be sure to have
a plan for tough conversations.
52 | SharePoint Saturday Columbus 2011
53. My Tools of Choice
Conceptual Site Modeling Content Organization & Planning
SmartDraw Jumpchart.org
Mindjet PowerPoint
Wireframes / Functional Design Visual Design / Mockups
Illustrator (make your own UI set) Photoshop
Mockflow.com Illustrator (for lots of text)
Visio
Intranet Factory
53 | SharePoint Saturday Columbus 2011
54. Thank You
My Blog: The SharePoint Muse
Twitter @marcykellar
Linked in marcykellar
54 54 SharePoint Saturday Columbus 20112011
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